Claudelle Géhy, MS, CFA, appointed Director of Environmental, Social and Governance (ESG) Research at Mason Investment Advisory Services
RESTON, Virginia., May 26, 2021 / PRNewswire / – Mason Investment Advisory Services, Inc. (Mason), a Reston, Virginia The registered investment advisory and financial planning firm is pleased to announce that Claudelle Géhy has been promoted to the newly created role of Director of Environmental, Social and Governance (ESG) Research with Mason’s research team. In this role, Ms. Géhy will work closely with Mason’s research director, Tom pudner, and will lead Mason’s specialist research and analysis on ESG portfolios and investment vehicles used by Mason’s institutional and private clients. (www.masoncompanies.com/about-us/news-announcements/).
Ms. Géhy joined Mason in November 2015. Prior to joining Mason, Ms. Géhy was a team leader and analyst in the Performance Reporting Group at Cambridge Associates and as a financial associate with the Calvert Social Investment Foundation. In addition to her role as Director of ESG Research, Ms. Géhy works directly with Mason’s institutional clients in a leadership and support role. Ms. Géhy received her Chartered Financial Analyst designation in 2017.
Tom pudner“Said the research director:” Claudelle has demonstrated strong analytical skills and has taken our ESG models to a new level. Claudelle is a valuable contributor to the research efforts here at Mason. Ms. Géhy added: “It is obvious that we now live in a world where individuals are aware and concerned about the impact of their investments on society. The growth in assets invested in ESG products is testimony to this new reality. Being aware of businesses “The impact on communities is also important to us. That’s why Mason uses portfolio managers who analyze the financial condition of companies as well as environmental, social and governance factors to understand risks and opportunities, including diversity, equity and inclusion. We want to help clients achieve their financial goals while recognizing and integrating their values. “
Founded in 1982, Mason works with individuals, families, and institutions (foundations, endowments, corporate funds, and pension plans) in over 40 states, is independent, and does not create any proprietary products. Mason has 10 billion dollars in assets under management. Mason is a registered investment advisor with the SEC. Please note that registration with the SEC does not constitute an endorsement of the firm by the Commissioner, nor does it indicate that the firm advisers have reached a particular level of skill or ability.
SOURCE Mason Investment Advisory Services, Inc.